iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership2,948 shares
Latest Disclosed Value $ 273,398
LVZ Advisors, Inc. ownership in USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,948 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $273,398 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 2,948 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,948 0 0.00 273 -1.44 0.0312
2026-02-10 2025-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 2,948 0 0.00 278 -1.07 0.0310
2026-02-02 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,948 0 278 0.0310
2025-10-27 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,948 454 18.20 280 19.66 0.0319
2025-07-15 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 0 0.00 234 0.43 0.0281
2025-04-22 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 0 0.00 234 5.43 0.0307
2025-02-06 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 0 0.00 221 -2.64 0.0284
2024-10-24 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 0 0.00 228 8.61 0.0291
2024-07-24 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 0 0.00 209 0.48 0.0285
2024-04-17 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,494 2,494 208 0.0283
2018-08-02 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 0 -13,749 -100.00 0 -100.00
2018-04-25 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 13,749 -3,069 -18.25 714 -19.59 0.1975
2018-01-31 2017-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 16,818 -440 -2.55 888 2.19 0.2720
2017-11-02 2017-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 17,258 8,076 87.95 869 93.54 0.2891
2020-12-23 2017-06-30 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 9,182 -507,287 -98.22 449 -98.18 4.0320
2017-05-03 2017-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 516,469 16,797 3.36 24,646 9.08 9.4245
2017-01-27 2016-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 499,672 -194,160 -27.98 22,595 -28.32 9.3627
2016-11-01 2016-09-30 13F ISHARES TR USA MIN VOL ETF 46429B697 693,832 -24,422 -3.40 31,521 -5.03 13.5124
2016-08-03 2016-06-30 13F ISHARES TR USA MIN VOL ETF 46429B697 718,254 28,658 4.16 33,190 9.56 15.3811
2016-05-13 2016-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 689,596 658,718 2,133.29 30,294 2,246.55 14.8180
2016-02-12 2015-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 30,878 27,718 877.15 1,291 3.20 0.7620
2015-10-20 2015-09-30 13F ISHARES TR USA MIN VOL ETF 46429B697 3,160 -41,184 -92.87 1,251 -32.49 0.8322
2015-07-29 2015-06-30 13F ISHARES TR USA MIN VOL ETF 46429B697 44,344 14,329 47.74 1,853 49.68 1.0548
2015-04-23 2015-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 30,015 30,015 0.00 1,238 0.7384
2015-01-30 2014-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 0 -26,150 -100.00 0 -100.00
2014-10-24 2014-09-30 13F ISHARES TR USA MIN VOL ETF 46429B697 26,150 8,161 45.37 985 47.01 0.7439
2014-07-24 2014-06-30 13F ISHARES TR USA MIN VOL ETF 46429B697 17,989 11,785 189.96 670 199.11 0.5023
2020-12-18 2014-03-31 13F/A-1 ISHARES TR USA MIN VOL ETF 46429B697 6,204 6,204 224 18.8077
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.